Harrison & Co Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$2.62M Buy
35,100
+2,334
+7% +$170K 2.53% 7
2022
Q3
$2.19M Buy
32,766
+529
+2% +$38.8K 2.32% 12
2022
Q2
$2.33M Buy
32,237
+2,418
+8% +$182K 2.21% 13
2022
Q1
$2.26M Buy
29,819
+1,819
+6% +$137K 1.98% 15
2021
Q4
$2.16M Buy
+28,000
New +$2.03M 1.82% 15

Other funds holding XLP

Harrison & Co Wealth Management's XLP Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.1% in Q4 2022, buying an estimated $170K and bringing the position to 35,100 shares worth $2.62M. The position accounts for 2.53% of the portfolio, ranked #7.

Harrison & Co Wealth Management first reported a position in XLP in Q4 2021 and has held it in 5 quarters since. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • Harrison & Co Wealth Management held 35,100 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.62M as of Q4 2022.
  • Harrison & Co Wealth Management bought 2,334 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $170K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 2.53% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #7 holding.
  • Harrison & Co Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.